Luminvest Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing lists 46 total positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with 38 of the 46 holdings being index funds or ETFs. The top individual stock holdings include Apple Inc., with 2,215 shares, and Berkshire Hathaway Inc. Class B, with 1,533 shares. Other notable individual stock positions include NVIDIA Corporation (3,230 shares) and Johnson & Johnson (1,045 shares).
The majority of the portfolio is allocated to Vanguard ETFs, including the Vanguard Total Bond Market ETF, which holds 311,275 shares, and the Vanguard Total Stock Market ETF, which holds 273,665 shares. The firm also holds significant positions in the iShares Core S&P Total Stock Market ETF (28,115 shares) and the Schwab Strategic Trust US Broad Market ETF (85,137 shares).
The filing lists Trent White, Founder and Chief Compliance Officer of Luminvest Wealth Management, as the authorized signatory. The firm's address is listed as 5118 North Granite Reef Road in Scottsdale, Arizona.
